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Geneos Wealth Management’s CION Investment CION Stock Holding History

Geneos Wealth Management’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71K Buy
11,392
+2,590
+29% +$18.1K ﹤0.01% 1348
2026
Q1 		$60.2K Hold
8,802
– – ﹤0.01% 1348
2025
Q4 		$85.1K Hold
8,802
– – ﹤0.01% 1201
2025
Q3 		$83.4K Hold
8,802
– – ﹤0.01% 1182
2025
Q2 		$84.2K Buy
8,802
+1,571
+22% +$14.9K ﹤0.01% 1320
2025
Q1 		$74.8K Hold
7,231
– – ﹤0.01% 1289
2024
Q4 		$82.4K Sell
7,231
-789
-10% -$9.21K ﹤0.01% 1132
2024
Q3 		$95.4K Hold
8,020
– – ﹤0.01% 979
2024
Q2 		$97.2K Sell
8,020
-1,617
-17% -$19.1K ﹤0.01% 874
2024
Q1 		$106K Hold
9,637
– – ﹤0.01% 832
2023
Q4 		$109K Hold
9,637
– – 0.01% 815
2023
Q3 		$102K Buy
9,637
+2,072
+27% +$22.4K 0.01% 867
2023
Q2 		$78.5K Sell
7,565
-560
-7% -$5.52K ﹤0.01% 945
2023
Q1 		$80.2K Buy
8,125
+1,571
+24% +$16.5K ﹤0.01% 916
2022
Q4 		$63.9K Hold
6,554
– – ﹤0.01% 962
2022
Q3 		$55K Sell
6,554
-94,217
-93% -$884K ﹤0.01% 998
2022
Q2 		$883K Buy
100,771
+62,748
+165% +$674K 0.04% 352
2022
Q1 		$562K Buy
+38,023
New +$492K 0.02% 503

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geneos Wealth Management's CION Position: Q2 2026 in Review

Geneos Wealth Management increased its CION Investment (CION) stake by 29% in Q2 2026, buying an estimated $18.1K and bringing the position to 11,392 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Geneos Wealth Management first reported a position in CION in Q1 2022 and has held it in 18 quarters since. The position peaked at $883K in Q2 2022. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Geneos Wealth Management held 11,392 shares of CION Investment worth $71K as of Q2 2026.
  • Geneos Wealth Management bought 2,590 CION Investment shares in Q2 2026, an estimated $18.1K.
  • CION Investment made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1348 holding.
  • Geneos Wealth Management first reported a position in CION Investment in Q1 2022 and has held it in 18 quarters since.
  • Geneos Wealth Management's CION Investment position peaked at $883K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.